SBPay.me integration: Difference between revisions

:1. First of all, as you plan to work with online payment, you need to have <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> custom feature enabled in your [https://simplybook.me/ SimplyBook.me] account.

:2. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> button on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features page</span> next to the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept Payments]]</span> feature.

:6. Set the prices for your services, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Classes custom feature|classes]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Packages custom feature|packages]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Membership custom feature|memberships]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Coupons and Gift Cards custom feature|gift cards]]</span>, <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Products for Sale custom feature|products]]</span> or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Service Add-Ons custom feature|service add-ons]]</span> in your [https://simplybook.me/ SimplyBook.me] account and you are ready to get payments online.

*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It requires <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client Login custom feature|Client login]]</span> custom feature to be enabled to use this functionality.</span>

*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Not all the payment gateways support this feature. Please check the availability of such an option in the [[SBPay.me_integration#The_list_of_currently_supported_payment_processors:|table]] and/or by contacting your payment gateway support as it may require some adjustments on their side.</span>

:1. After you activate SBPay.me integration in your [https://simplybook.me/ SimplyBook.me] account you can simply navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payment transactions</span> -> find the necessary invoice -> click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Actions</span> and select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Refund</span> from the drop down menu. Confirm the action and the refund will be automatically made to the corresponding client's account.

:3. In the <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Accept payments custom feature|Accept payments]]</span> custom feature settings you can also enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send refund confirmation</span> option and adjust the templates to automatically notify your clients via email and/or sms about the refunds.

<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Importing invoices from external platforms directly into the system is not supported. However, SimplyBook.me offers integration options with various accounting software, including [[Xero_integration| Xero]], [[QuickBooks_integration| QuickBooks]], and [[FreshBooks_integration| FreshBooks]]. You can efficiently manage your invoices within your preferred accounting system.</span>